TO SERVE YOU
TO SERVE YOU
We start by getting to know you: who you are, what you need, what you want, where you came from, where you want to go, what you know, what you don’t, what you fear, what brings you joy. From there, our dedicated team of passionate, experienced professionals get to work on developing an investment portfolio and wealth management strategy that supports your unique needs.
Unlike other firms that are organized into separate departments, our focus is on you and your wealth management needs. By taking a team approach, we ensure your financial well-being is seamlessly managed and that someone who is familiar with your plan and your goals is always available. As an independent firm, our interests and opportunities are aligned with yours. You are at the center of everything we do, every day.
Our clients’ relationships with us are one-on-one. Personal. Individual. But you always get access to the insight and expertise of a variety of specialists. The Coldstream team is something truly special: credentialed, multi-disciplinary, highly qualified and committed to continuous learning. Smart and passionate about giving you their very best.
This holistic, collaborative approach to service was designed to give you confidence knowing that you have a whole team of experts in your corner. Our client service teams are organized by the last name of the team lead, as follows:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.